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Ea Series Trust shares owned by PDS Planning

Quarter-by-quarter ownership of Ea Series Trust (STXD) shares owned by PDS Planning from 13F filings

Historical chart of PDS Planning investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by PDS Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust by PDS Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $340k 9.3k 36.53
2025-06-30 $304k 8.7k 34.74
2025-03-31 $282k 8.7k 32.39
2024-12-31 $284k 8.7k 32.67
2024-09-30 $297k 8.8k 33.76

More positions owned by PDS Planning

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Specialized Funds Div App Etf (VIG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Global Reit Etf (REET)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Abbvie (ABBV)

View all positions for PDS Planning

Top funds holding Ea Series Trust

OxenFree Capital
Holistic Planning
Intl Fcstone
Gts Securities
Kestra Advisory Services
Gwn Securities
Advyzon Investment Management
Venture Visionary Partners
PDS Planning
Harbour Investments
Captrust Financial Advisors
Cambridge Investment Research Advisors
Atticus Wealth Management
Pensionmark Financial Group
Advisor Group Holdings

View all funds holding Ea Series Trust